When the status is updated in kintone, issue an invoice with MakeLeaps.

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■Overview

This is a flow to issue an invoice with MakeLeaps when the status is updated in kintone.

With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.

■Recommended for

1. Those who manage billing information with kintone

・Accounting department personnel handling billing tasks

・Sales department personnel who regularly input billing information


2. Those who use MakeLeaps

・Those who issue invoices from MakeLeaps

・Those who want to streamline by linking kintone billing information with MakeLeaps

■Benefits of using this template

When issuing invoices in MakeLeaps based on status updates in kintone, there can be a time lag depending on the confirmation timing.
If you want to issue invoices to clients quickly, you might feel the need to streamline the status confirmation process in kintone.

With this flow, you can automate the issuance of invoices in MakeLeaps when a specific status is updated in kintone, thereby improving operational efficiency.
By eliminating the need for manual input when issuing invoices in MakeLeaps, human errors are prevented, and the burden on personnel for post-issuance confirmation and correction tasks is reduced.

Additionally, you can add an email action to send the invoice after the flow.

■Notes

・Please integrate both kintone and MakeLeaps with Yoom.

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About the Apps You Use
kintone
kintone
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MakeLeaps
MakeLeaps
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kintone
With Yoom, you can utilize kintone's API without any coding. For example, you can integrate kintone with other SaaS or create documents using information from kintone. Additionally, you can sync kintone information with Yoom's database and use kintone information for various purposes.
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MakeLeaps
Yoom allows you to integrate with MakeLeaps' API without code and automate operations in MakeLeaps. For example, you can automatically create documents such as invoices and quotes in MakeLeaps based on information from CRMs like Salesforce or HubSpot, or automatically register information from kintone or spreadsheets into MakeLeaps.
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